Sunrise Wealth Management offers financial planning and investment management services. Financial planning can be comprehensive or limited to specific areas. Investment management is offered in conjunction with financial planning or by itself, and is usually the centerpiece of client relationships. Sunrise Wealth Management manages investments based on your risk tolerance, time horizon, and investment objectives.
Assets Under Management$24M
Clients36
Advisors2
Avg. per Client$660K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. We may agree to discount our Investment Management fee to meet the special needs of a client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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